See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Custodial (other than securities); Cl... | $5,253 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,693 | $95,416+74.7% | $185,823-10.3% | $85,850+94.2% |
| Participation rate | 81.5% | 68.8%+12.8pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 16.37% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,209 | $3,314-33.3% | $5,167-57.2% | $2,565-13.9% |
| Participant deferral / active EE | $6,396 | $3,423+86.8% | $5,568+14.9% | $3,952+61.9% |
| Admin fee / account holder | $56 | $7,213-99.2% | $16,237-99.7% | $6,260-99.1% |